denkapparat Operations GmbH
BERLIN 2M · SEC CIK 0001999514
$2.42亿2026Q1 申报市值
333持仓数
9.4%前十大占比 · 第一大 1.1%
66 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ERIC 新建仓+$250.71万
LOGI 新建仓+$243.84万
ASML 加仓+$230.35万
CB 新建仓+$225.41万
ALV 新建仓+$208.05万
2026Q1 卖出最多 按季末市值估算
MRK 减仓-$94.28万
LRCX 减仓-$88.28万
FCX 清仓-$87.57万
NEM 减仓-$62.46万
D 清仓-$58.75万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -17,242 | -100.0% | -$87.57万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -10,028 | -100.0% | -$58.75万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -604 | -100.0% | -$53.09万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -1,348 | -100.0% | -$51.67万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -3,152 | -100.0% | -$50.68万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -12,528 | -100.0% | -$48.06万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -774 | -100.0% | -$40.45万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -4,288 | -100.0% | -$37.39万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,604 | -100.0% | -$36.65万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -2,030 | -100.0% | -$33.70万 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -4,374 | -100.0% | -$31.71万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -1,238 | -100.0% | -$30.49万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -1,634 | -100.0% | -$26.47万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -4,682 | -100.0% | -$24.51万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -4,886 | -100.0% | -$24.45万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -1,036 | -100.0% | -$24.10万 | 清仓 |
| HNI | HNI CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -922 | -100.0% | -$23.26万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -1,270 | -100.0% | -$22.12万 | 清仓 |
| ALRM | ALARM COM HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -526 | -100.0% | -$20.69万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -2,436 | -100.0% | -$20.55万 | 清仓 |
| MCY | MERCURY GENL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -1,948 | -100.0% | -$20.00万 | 清仓 |
| WEN | WENDYS CO | $7.18万 | 0.03% | 10,338 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $11.20万 | 0.05% | 13,742 | 0 | 0.0% | — | 不变 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $13.33万 | 0.06% | 10,464 | 10,464 | — | $13.33万 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $15.40万 | 0.06% | 11,738 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $20.01万 | 0.08% | 4,852 | 4,852 | — | $20.01万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $20.18万 | 0.08% | 2,168 | 0 | 0.0% | — | 重新持有 |
| QGEN | QIAGEN NV | $20.22万 | 0.08% | 5,050 | 5,050 | — | $20.22万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $20.34万 | 0.08% | 2,390 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $20.50万 | 0.08% | 1,540 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $20.84万 | 0.09% | 832 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $20.85万 | 0.09% | 3,394 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $20.94万 | 0.09% | 8,300 | 8,300 | — | $20.94万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $21.02万 | 0.09% | 1,076 | -922 | -46.1% | -$18.01万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $21.16万 | 0.09% | 5,160 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $21.18万 | 0.09% | 520 | 520 | — | $21.18万 | 新建仓 |
| DOX | AMDOCS LTD | $21.25万 | 0.09% | 3,256 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $21.45万 | 0.09% | 6,304 | 6,304 | — | $21.45万 | 新建仓 |
| VMI | VALMONT INDS INC | $21.66万 | 0.09% | 542 | 542 | — | $21.66万 | 新建仓 |
| MOG/A | MOOG INC | $21.89万 | 0.09% | 748 | 748 | — | $21.89万 | 新建仓 |
| DDS | DILLARDS INC | $21.97万 | 0.09% | 384 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $21.97万 | 0.09% | 2,658 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $22.05万 | 0.09% | 4,896 | 4,896 | — | $22.05万 | 新建仓 |
| RDN | RADIAN GROUP INC | $22.06万 | 0.09% | 6,670 | 0 | 0.0% | — | 不变 |
| CRC | CALIFORNIA RES CORP | $22.30万 | 0.09% | 3,222 | 3,222 | — | $22.30万 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $22.41万 | 0.09% | 3,290 | -2,668 | -44.8% | -$18.18万 | 减仓 |
| OFG | OFG BANCORP | $22.67万 | 0.09% | 5,604 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $22.70万 | 0.09% | 2,586 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $22.92万 | 0.09% | 718 | 718 | — | $22.92万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $23.52万 | 0.10% | 1,644 | 1,644 | — | $23.52万 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $23.75万 | 0.10% | 3,222 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $23.91万 | 0.10% | 960 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $24.02万 | 0.10% | 28,228 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $24.14万 | 0.10% | 12,834 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $24.32万 | 0.10% | 37,013 | 37,013 | — | $24.32万 | 新建仓 |
| RRR | RED ROCK RESORTS INC | $24.57万 | 0.10% | 4,604 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $24.57万 | 0.10% | 1,208 | 1,208 | — | $24.57万 | 新建仓 |
| MRNA | MODERNA INC | $24.63万 | 0.10% | 4,848 | 4,848 | — | $24.63万 | 新建仓 |
| RRC | RANGE RES CORP | $24.89万 | 0.10% | 5,510 | 5,510 | — | $24.89万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $24.90万 | 0.10% | 11,180 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $25.11万 | 0.10% | 8,052 | 8,052 | — | $25.11万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $25.13万 | 0.10% | 1,274 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $25.41万 | 0.11% | 3,964 | 0 | 0.0% | — | 不变 |
| CASH | PATHWARD FINANCIAL INC | $26.43万 | 0.11% | 2,962 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.65万 | 0.11% | 1,890 | 1,890 | — | $27.65万 | 新建仓 |
| POWL | POWELL INDS INC | $27.70万 | 0.11% | 512 | 512 | — | $27.70万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $27.91万 | 0.12% | 12,540 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $28.41万 | 0.12% | 6,056 | 6,056 | — | $28.41万 | 新建仓 |
| CRM | SALESFORCE INC | $28.41万 | 0.12% | 1,522 | 1,522 | — | $28.41万 | 新建仓 |
| QLYS | QUALYS INC | $28.43万 | 0.12% | 3,236 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $28.57万 | 0.12% | 5,202 | -4,332 | -45.4% | -$23.79万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $28.68万 | 0.12% | 1,700 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $28.91万 | 0.12% | 2,446 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $28.95万 | 0.12% | 1,466 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $29.06万 | 0.12% | 1,676 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $29.36万 | 0.12% | 402 | 402 | — | $29.36万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $29.67万 | 0.12% | 2,126 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $29.79万 | 0.12% | 1,938 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $30.08万 | 0.12% | 16,028 | 16,028 | — | $30.08万 | 新建仓 |
| IESC | IES HOLDINGS INC | $30.49万 | 0.13% | 640 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT INC | $30.76万 | 0.13% | 3,218 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INC | $30.91万 | 0.13% | 7,528 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $31.09万 | 0.13% | 9,794 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $31.17万 | 0.13% | 2,574 | -916 | -26.2% | -$11.09万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $31.32万 | 0.13% | 660 | 440 | 200.0% | $20.88万 | 重新持有 |
| DG | DOLLAR GEN CORP | $31.53万 | 0.13% | 2,656 | 0 | 0.0% | — | 不变 |
| — | AMICUS THERAPEUTIC | $31.60万 | 0.13% | 21,856 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $31.83万 | 0.13% | 12,298 | -7,764 | -38.7% | -$20.09万 | 减仓 |
| LKFT | GALAPAGOS NV | $31.91万 | 0.13% | 10,636 | 10,636 | — | $31.91万 | 新建仓 |
| — | CSG SYS INTL INC | $31.91万 | 0.13% | 3,992 | 0 | 0.0% | — | 不变 |